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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,321 | $95,453-39.9% | $112,040-48.8% | $82,448-30.5% |
| Participation rate | 34.2% | 72.8%-38.5pp | 76.5%-42.3pp | 68.1%-33.9pp |
| Annual return | 13.99% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,303 | $2,318-43.8% | $2,954-55.9% | $2,551-48.9% |
| Participant deferral / active EE | $2,514 | $4,224-40.5% | $5,098-50.7% | $4,139-39.3% |
| Admin fee / account holder | $22,098 | $9,013+145.2% | $12,098+82.7% | $7,234+205.5% |